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2016-11-02T00:00:00.000Z

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Wrong Julie Hepworth?

Julie Hepworth

Group Regulatory Manager

Perspective Financial Group Limited

HQ Phone: +44 161 244 9759

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Perspective Financial Group Limited

Paradigm House Brooke Court

Wilmslow, Cheshire SK9 3ND

United Kingdom

Company Description

Perspective Financial Group Limited is a leading national financial advisory group. Perspective's advisory offices offer whole of market, fee based, financial advice throughout the UK. Perspective is a top 15 financial advisory group consisting of high ... more

Find other employees at this company (33)

Background Information

Affiliations

Member
The Compliance Institute

Member
PFS

Member
The Personal Finance Society

Education

Diploma

Financial Planning

degree of leniency

Web References (157 Total References)


The Directors of Ad Valorem Wealth ...

www.advaloremwealth.co.uk [cached]

The Directors of Ad Valorem Wealth Management Solutions Limited are Derek Baptist (Managing Director and Head of Wealth Management), Ceri Robbins (Financial Planning Director), David Hesketh (Perspective Corporate Development Director), Julie Hepworth (Perspective Group Regulatory Director).


People | Perspective Financial Group Limited

www.pfgl.co.uk [cached]

Julie Hepworth

...
Julie Hepworth
Group Regulatory Director
Julie is responsible for the design, execution and oversight of the Group's Regulatory Framework. Julie is a main board director of Perspective and also sits on a number of Perspective subsidiary Boards. Julie holds the Diploma in Financial Planning, is an Associate of the Chartered Institute for Securities & Investment and sits on the Association of Professional Financial Advisers (APFA) Council.
With nearly two decades of experience in the Financial Services industry, Julie is a specialist in Regulation, Risk and Governance.


People | Perspective Financial Group Limited

www.pfgl.co.uk [cached]

Julie Hepworth

...
Julie Hepworth Group Regulatory Director
Julie is responsible for the design, execution and oversight of the Group's Regulatory Framework. Julie is a main board director of Perspective and also sits on a number of Perspective subsidiary Boards. Julie holds the Diploma in Financial Planning, is an Associate of the Chartered Institute for Securities & Investment and sits on the Association of Professional Financial Advisers (APFA) Council.
With nearly two decades of experience in the Financial Services industry, Julie is a specialist in Regulation, Risk and Governance.


Perspective Financial Group add group regulatory manager to team | Perspective Financial Group Perspective Financial Group Limited

www.pfgl.co.uk [cached]

Perspective Financial Group Ltd, the consolidation vehicle for IFA firms, has today (10th August 2010) announced the appointment of Julie Hepworth as its new Group Regulatory Manager.

Julie joins Perspective with responsibility for the regulatory framework of the business and ensuring all Group firms are prepared for the demands of the Retail Distribution Review (RDR) operating environment. Julie will report to Group Commercial Director, Anthony Morrow.
...
With over 15 years experience in the financial services industry, Julie joins Perspective from Paradigm Partners LLP where she worked as a Business Consultant to directly authorised firms of IFAs. Prior to this, Julie worked as Training and Competence Manager for Bradford & Bingley and as an IFA. Julie is a member of both The Compliance Institute and the Personal Finance Society.
...
Julie's appointment is the second addition to the Perspective team in quick succession following the appointment of Andrew Aldridge as our new Marketing Manager.
...
Julie is on board to provide ongoing support to our growing number of Group firms in order to ensure they meet their responsibilities and are well-equipped to thrive in the new regulatory environment. Perspective will continue to grow the Group team to ensure our firms have all the expertise and experience they need not just to maintain compliance but to develop the products and services they provide in order to become more successful and profitable. I'm sure Group firms and Perspective as a whole will immediately gain great benefit from Julie's appointment.
Julie Hepworth, Group Regulatory Manager at Perspective Financial Group Ltd, said:


APFA | About | Our Council

www.apfa.net [cached]

Julie Hepworth, Perspective Financial Group Ltd

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